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iShares National Muni Bond ETF

1,514 hedge funds and large institutions have $34.4B invested in iShares National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 551 increasing their positions, 640 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
Holders Change
+30
Holders Change %
+2.02%
% of All Funds
20.29%
Holding in Top 10
105
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-10.26%
% of All Funds
1.41%
New
156
Increased
551
Reduced
640
Closed
98
Calls
$593M
Puts
$226M
Net Calls
+$368M
Net Calls Change
+$736M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
701
Oak Wealth Advisors
Illinois
$1.5M -$323K -3,095 -18%
MFG
702
Midwest Financial Group
Kansas
$1.49M +$651K +6,234 +77%
CA
703
Claro Advisors
Massachusetts
$1.49M +$6.79K +65 +0.5%
WA
704
Wealthstar Advisors
Texas
$1.49M -$83.6K -800 -5%
SWM
705
Scissortail Wealth Management
Oklahoma
$1.48M -$142K -1,358 -9%
CGFA
706
Colton Groome Financial Advisors
North Carolina
$1.48M +$841K +8,050 +131%
FNBOMD
707
First National Bank of Mount Dora
Florida
$1.48M -$115K -1,103 -7%
CNBOF
708
City National Bank of Florida
Florida
$1.47M +$326K +3,122 +28%
FF
709
Foronjy Financial
California
$1.46M +$1.46M +13,959 New
UCB
710
United Community Bank
South Carolina
$1.45M -$202K -1,929 -12%
PS
711
Pinney & Scofield
Massachusetts
$1.44M
MPM
712
Meritage Portfolio Management
Kansas
$1.44M -$54.2K -519 -4%
GWM
713
Gibbs Wealth Management
Georgia
$1.44M +$1.44M +13,795 New
RIG
714
RiverFront Investment Group
Virginia
$1.44M +$1.19M +11,427 +486%
UAG
715
United Advisor Group
Ohio
$1.43M +$1.01M +9,670 +239%
TC
716
Tenret Company
Florida
$1.43M +$1.09M +10,404 +318%
AQR Capital Management
717
AQR Capital Management
Connecticut
$1.43M +$39.5K +378 +3%
FGWP
718
Founders Grove Wealth Partners
Virginia
$1.42M -$712K -6,819 -33%
FA
719
FC Advisory
Pennsylvania
$1.42M -$546K -5,222 -28%
RWA
720
Rooted Wealth Advisors
Illinois
$1.42M +$5.72K +55 +0.4%
IPA
721
Investment Planning Advisors
Georgia
$1.41M +$140K +1,340 +11%
PB
722
Pinnacle Bancorp
Nebraska
$1.4M +$249K +2,379 +22%
TCBWMS
723
Texas Capital Bank Wealth Management Services
Texas
$1.4M +$1.4M +13,400 New
SFMG
724
Sage Financial Management Group
Virginia
$1.39M -$254K -2,432 -15%
AFP
725
Ausdal Financial Partners
Iowa
$1.38M -$206K -1,974 -13%